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Financial Manager CFO

Director of Strategic Financial Planning

Job in Elgin, Kane County, Illinois, 60122, USA
Listing for: Monotelo Advisors Inc
Full Time position
Listed on 2025-12-18
Job specializations:
  • Finance & Banking
    Financial Manager, CFO
  • Management
    Financial Manager, CFO
Job Description & How to Apply Below
A leading financial advisory firm seeks a Director of Financial Planning to lead its financial planning function and manage client relationships. Responsibilities include supervising staff, delivering comprehensive financial plans, and championing AI tools to enhance workflows. Ideal candidates will have a CFP designation, 5+ years of experience, and strong communication skills. The role offers flexibility, competitive benefits, and opportunities for growth in a dynamic environment.
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